2. Cross-Training for all team members

3. Additional Resources

4. Business processes

5. Reporting/ROI

6. Definitions

9. Retention

10. Infrastructure

12. Christin will train Sarah & Ron on the day to day business processes that we take to ensure that each of the purchases are correctly documented & invoiced in Orion, how to generate advisor names, and how to ensure that credit card purchases are correct in Orbital.

13. Developing Scholarships:

14. Sarah will train Ron & Christin on how to target prospective four-year partners, what it means to be a scholarship partner, the information/message she sends to prospective partners & the process in which she takes to designate, announce & promote new partnerships.

17. Each team member will be assigned to an individual territory, and will be held responsible for invoicing any agreement that comes in from their territory.

18. Each team member is responsible for processing their college’s new designated scholarship on CollegeFish.org

19. Each team member will be assigned to an individual territory, and will be held responsible for ensuring the college’s scholarship is added and correctly saved on CollegeFish.org and that it is visible on the Society website. They will also provide appropriate notification to Nell for GKNB Announcement.

20. Each team member will be responsible for ensuring the partnering institution receives benefits (email announcement to chapter advisors, free student names, etc.)

21. Christin will be responsible for running one edit & close per day.

22. She will also be responsible for running the close in Orbital for credit card purchases.

23. Each team member is responsible for generating advisor names when purchased.

24. Each team member is responsible for sending out their own new CollegeFish subscriber information and includes all team members on the message.

25. All team members will be responsible for renewing the subscriptions of the subscribers that fall within their own territories.

26. Reporting/ROI

27. Ron will continue to provide monthly and YTD reports at the end of each month. All team members will monitor crystal to ensure accurate reporting.

28. Ron will also create ROI reports to track the effectiveness of our marketing campaigns.

30. Definitions

31. The purpose of this section is to define our primary targets and accompanying business actions.

33. Refers to a four year scholarship partnering institution that sponsors a specific event at the International convention.

34. Phi Theta Kappa Community College Transfer Fair Participant:

35. Refers to a four year institution that registers to exhibit at the community college transfer fair at the International convention.

37. Occurs when a current subscriber upgrades to a higher subscription level at some point during the original 12 month subscription.

40. Previous Scholarship Designations: 2006-36, 2007-40,

42. Acquisition: New CollegeFish sales; New Scholarship Partners and Community College Transfer Fair Participants

45. Determine if any non subscribing and non partnering schools have existing PTK alumni associations. Target any that are found as a relationship to leverage a sales opportunity or new scholarship development.

46. Work with state NACAC associations to acquire state wide contacts to solicit.

47. Engage in cold calling of non-partnered schools within each state. Leverage existing partnerships to push sale/establishment of scholarship.

48. Ongoing contact targeting specific populations for CollegeFish sales and new scholarships:

49. Past TDB – we will continue ongoing contact with past TDB purchasers that have yet to purchase CollegeFish through emails and calls

50. CF subscribers that are past their renewal date and have not renewed: ongoing; team members are responsible for schools within their states.

51. CF subscribers not currently offering a PTK specific scholarship: ongoing; team members are responsible for schools within their states.

52. Contact past scholarship designation prospects: ongoing; team members are responsible for schools within their states.

53. Eblasts

58. May 31 – June 2, 2010: Austin, TX

60. CollegeFishPLUS:

61. This represents the formalization of transfer recruiting consultation. CollegeFishPLUS is a working title and not necessarily what we may call this program.

63. Contact/Service – ongoing

64. All Team members will engage in retention/service actions for the CF customers/scholarship partners in their assigned states. This will include:

65. Contacting CF subscribers ahead of their renewal dates to assist with exporting their remaining names and help determine which subscription level to renew at.

66. Contacting Scholarship Partners to update their scholarship listings on CollegeFish. This will take place from May through July.

67. Monitor CF subscribers that have not exported names lately and contact where appropriate.

68. Follow up with CF subscribers that run searches and receive 0 results.

69. Provide excellent customer service when CF customers call with service issues.

70. Automatic email messages: